Andrew James Walsh
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002176
- Location
- Melbourne VIC 3000
- Licensee
- Mutual Trust Pty Ltd (AFSL 234590)
- Authorised since
- 12 March 2008
- First provided advice
- 2000
- Qualifications
- Diploma of Financial Planning, Financial Planning Association (2003); CFP Programme, Financial Planning Association (2004); Bachelor of Commerce, Deakin University (2005); Master of Business Administration, Deakin University (2009); Ethics & Professionalism in Financial Advice, Kaplan (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, deposit and payment products, retirement savings accounts, standard margin lending
- Register status
- Current
About Andrew James Walsh
On the Financial Advisers Register kept by ASIC, Andrew James Walsh appears as a current financial adviser in Melbourne, Victoria, adviser number 001002176.
The licensee Andrew advises under is Mutual Trust Pty Ltd (AFS licence 234590). The current authorisation started on 12 March 2008.
The register records 2000 as the year Andrew first provided financial advice. The qualifications listed for Andrew include Diploma of Financial Planning (Financial Planning Association, 2003), CFP Programme (Financial Planning Association, 2004) and Bachelor of Commerce (Deakin University, 2005). Andrew is recorded as a member of Financial Advice Association of Australia (FAAA).
Andrew is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, deposit and payment products and retirement savings accounts, among 7 product areas in total.
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Questions people ask
Is Andrew James Walsh a registered financial adviser?
Yes. Andrew James Walsh is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002176.
Which licensee does Andrew James Walsh work under?
Mutual Trust Pty Ltd, Australian financial services licence 234590.
What can Andrew James Walsh give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; deposit and payment products; retirement savings accounts; standard margin lending.